Wealth Manager
    SEC Registered
    Manages Private Funds

    Waterfront Wealth Inc.

    Registered investment advisor · Overland Park, Kansas · CRD #173220

    Assets Under Management
    $1.1B
    Client Accounts
    3,224
    Employees
    14
    CRD Number
    173220
    Registration
    SEC Registered
    Custodian
    Wells Fargo Clearing Services, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Waterfront Wealth Inc.

    Waterfront Wealth Inc. is a fiduciary investment advisory firm managing $890 million for around 730 clients, offering discretionary management services since 1988. It uses diverse investment strategies tailored to individual client needs.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Waterfront Wealth Inc.'s AUM?

    Waterfront Wealth Inc. reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Waterfront Wealth Inc. headquartered?

    Waterfront Wealth Inc. is headquartered in Overland Park, Kansas.

    What is Waterfront Wealth Inc.'s CRD number?

    Waterfront Wealth Inc.'s CRD number is 173220. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Waterfront Wealth Inc. manage?

    Waterfront Wealth Inc. manages approximately 3,224 client accounts according to its latest SEC filing.

    Is Waterfront Wealth Inc. SEC registered?

    Yes, Waterfront Wealth Inc. is registered with the SEC as an investment adviser with an approved registration status.

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